Alternative investments

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.

These funds can affordably provide clients with REIT exposure.

After spending a week holed up with several dozen employees in a New York hotel, the $1.4 billion hedge fund manager returned to Florida with a new focus.

Despite having “exaggerated” merits, most strategic-beta ETPs outperformed their replicating portfolios, according to Morningstar.

The firm plans to charge nine basis points for exposure to a basket of large-cap stocks, lower than any other comparable offering.

Those recognized for their excellence in innovation and leadership across the asset management industry includes State Street CEO Jay Hooley.

New bond ETFs from the firm use alternative weightings to chase "superior risk adjusted and total returns” compared with market-cap weighted products.

The smart-beta offerings each have an international focus.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.

The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.

The issue comes to down whether the strategy is good at picking stocks primed to rise.

As part of a new alternative investments group, the recruits’ focus is to help customers place money into hedge funds and private equity strategies.

Several new funds from the manager are aimed at providing approaches that have seen years of institutional success.

The series of deals leading to a $20 billion investment in an upcoming infrastructure fund managed by the firm raise concerns about conflicts of interest.